Stephen Burns

Steve became a partner in 2000 having trained and qualified with HSBC, Zurich and Schroders. He is a member of the Independent Financial Advisors network and holds the Advanced Financial Planning Certificate (AFPC). Steve is the firm’s specialist partner dealing in all aspects of financial planning for individuals and businesses. His particular skills are in the areas of unit trusts, bonds, pension transfer, onshore and offshore trusts, and portfolio planning.